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POLICY RENEWAL WITH NEW CARRIER Dear (Customer Name), Your current (Type of Coverage) insurance policy will be expiring soon and we are now in the process of preparing your renewal policy. In the i...
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...
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TOTAL ACCOUNT SOLICITATION Dear (Customer Name): If you're like most of our clients, you welcome the idea of having all your insurance needs handled by one agency. Not only is it more convenient, b...
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TOTAL ACCOUNT SELLING TO PRESENT CUSTOMERS Dear (Customer Name): WE VALUE YOUR BUSINESS! (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we...
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TARGET PROSPECTS Dear (Customer Name): When was the last time you had your Homeowners insurance reviewed? Even if it was as recent as a year ago, your policy could be outdated. For example, have yo...
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STAFF INTRODUCTION Dear (Customer Name): When someone in your family is sick, you call your family doctor. But whom do you call when you have a Homeowners claim? Or when you have a question ...
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SPECIAL OFFER TO PROSPECTS Dear (Customer Name): Allow us to introduce ourselves: We are (Your Agency Name) and have been doing business in ( ) for over ( ) years. We are an independent insurance ag...
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SOLIDIFYING REVIEW APPOINTMENT Dear (Customer Name): I'd like to thank you for allowing me to review your insurance program. The time spent looking over your present policies and asking you questio...
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SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...
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SOLICITATION OF PERSONAL LINES PACKAGE POLICY WHY PAY FOR 2 WHEN 1 WILL DO? Dear (Customer Name): Where would Fred Astaire be without Ginger Rogers? Laurel without Hardy? Now here's another great...